Updates

What if I said you can build powerful Zaps using plain English and automate workflows in seconds? No code, no sweat. Simply describe what you want to automate, and we’ll draft a Zap that you can customize to your heart's content.Create a Zap faster than everSimply write a sentence about what you need and we'll use a little AI magic to generate a draft Zap for you in seconds. All you have to do is polishOnce your Zap steps are in place, simply connect your accounts, map your fields, and hit publish.Take the guesswork out of what steps to selectWith 5,000+ apps to choose from and various actions for each app, finding the right steps can be tedious. Now, Zapier can do it for you.How it WorksAccess the AI Zap Builder right from the dashboard or from inside the Editor. In the text box, write a sentence about what you want to automate:   💡 Need some inspiration? Click “Show more examples” to see example prompts.Click “Generate.” The Zap will take a few seconds to load:     A mockup of your Zap will appear below.     Like what you see? Click “Try it” to tweak your Zap to perfection in the editor and publish it.  Not what you’re looking for? Edit your original prompt and click “Try again.” We Want to Hear from You!What do you think of this feature? Did it work well for you? Did you find some cool use cases that had previously eluded you? You can submit your feedback directly to the Zapier team: 

What do you get when code meets no-code? Zapier's new AI-generated code steps: a magical way to turn a sentence into bespoke code that powers your workflows. Just describe what you’d like to do, and we’ll automatically generate a code snippet to solve your problem. You can tweak it—or keep generating—until it’s just right. [demo clip]At a GlanceUse AI-generated code snippets to add maximum flexibility to your Zaps, without writing JavaScript or Python yourself.  Use natural language to generate custom code for any obstacle. Our AI writes code incredibly fast, whether you spend your day in the command line or a word processor. Tweak your prompt and regenerate the snippet until it’s just right. [demo clip] What’s In It for You?Feel empowered to build custom steps and automate in the exact way your business needs, no matter how unique your problem is. Feel efficient. You can generate code and build bespoke solutions in seconds, instead of pouring time into coding it by hand, hiring someone to code for you, or not at all. You can create the blueprint for your code step in an instant, by writing a simple sentence.  Non-coder specific:  AI unlocks an infinite number of ways for you to solve tricky workflow problems with code—even though you’re not a developer. How it WorksVideo demo (May 11) In the Zap editor, select the "Code by Zapier" integration Choose either the Run JavaScript Code or Run Python Code actions You'll see the option to input data (i.e. variables) that can be referenced by your Code action. Here, you can set variables that pull from other steps in your Zap. Click “Generate with AI.” This will pop up a modal.  Write a prompt in natural language in the text box (e.g. "Return the current weather for the provided zip code variable) Click "Generate Code."  Review the generated code, and choose if you want to add your code snippet into the Zap, cancel and discard it, or go back and edit your prompt. You have the option to tweak the output of the code snippet once you’ve added it to your Zap. Click continue and test the code step.We Want to Hear From You!What do you think of this feature? Did it work well for you? Did you find some cool use cases that had previously eluded you? 

At Zapier, we're laser-focused on one mission: make automation work for everyone.That's why we're excited to introduce Zapier Tables (now in beta)—a better way for you to store and use your data. Want to learn more about Zapier Tables? Check out our Zapier Tables guide for a full breakdown. Automation-First Storage SolutionZapier Tables was built with automation in mind. That means when you need to use your data to power automated workflows, incorporating automation into the process is seamless.With Tables, you can easily store, edit, share, and automate your data right from Zapier. No more toggling between apps or creating ad-hoc workarounds.Explore What’s PossibleAre we saying you should replace your current spreadsheet or database apps with Zapier Tables? Not necessarily. However, if you have Zaps that rely heavily on data from a spreadsheet, here are a few ways Zapier Tables could improve your existing processes:  Add a human intervention step to ensure automated workflows only proceed to the next step if approved by the right person. Create one source of truth to manage lead data and automate their lead nurture. Sync employee data (e.g. Slack handles and email addresses) with automated processes such as sales triage and employee onboarding. But that's just scratching the surface. With Tables, the possibilities are endless. And because it was designed to be intuitive and user-friendly, you don't need to be a data expert to get started.Best of all, Tables is fully customizable to suit your needs. You can add columns, create views, and filter your data to get exactly the insights you need.Tables is available now in beta, and you can try it out on any Zapier plan. We can't wait to see what you build with it. 

Over the past few months, we’ve released numerous highly-requested product features. Many of them enable teams to build and manage Zaps more easily.Let’s take a look at the new features that empower teams to create, keep track of, and control mission-critical workflows—at scale.For those of you who would like a written recap, see below :)Build together fearlessly We’ve improved the Zap editor, making the experience for teams building Zaps together even better!Drag and drop steps/pathsWhile this happened late in 2022, it bears mentioning since it had been so highly-requested by our users. Being able to drag and drop steps and paths within Zaps was definitely a quality-of-life improvement!Copy & paste steps/paths within and across Zaps Building upon last year’s duplicating and reordering steps/paths, we’ve made it possible to copy steps/paths from one Zap and add them to entirely different Zaps.This saves time and enables teams to build workflows faster than ever. Pick and choose the steps you need from existing Zaps, and place them in new Zaps.Editor performance improvementsIn general, we’ve been working hard to make our Zap editor snappier and more efficient to work with. A lot of this can’t be seen, but hopefully those of you who spend a fair amount of time building Zaps can feel it.Manage processes confidentlyYou’ve no doubt got specific processes that need to be online at all times. And if something goes wrong with a workflow, you need a way to get back online and back to business. We’ve introduced some features that help you do just that.Version history and rollbackLast year, we released Version History and Version Preview on all paid plans. This enabled users to save and track multiple versions of a Zap (awesome!), including descriptions of who made the changes and why.This year, we've built even more functionality, adding Version Rollback on Pro, Team, and Company plans. That means that in addition to seeing a history of previous Zap versions, you can restore a previous working version. Troubleshooting just got easier!Custom error notificationsSome Zaps will require immediate attention if something goes wrong. For example, Zaps that manage leads, sales, onboarding, etc. Other workflows might not be as critical, like that Zap that texts you when it’s going to rain.Cut through the noise and escalate your business-stopping Zaps. Pro, Team and Company users can configure email notifications by Zap. Choose to be notified immediately, with a summary, or block notifications.Advanced Zap settingsUsers on the Company plan now have two advanced Zap settings: autoreplay override and error ratio override. Autoreplay override ignores your default account setting for autoreplay. If your workflow has a failed Zap run, you can set each Zap to either always replay or never replay.Error ratio override lets you control whether an errored Zap should turn off or keep playing. We know that some errors are expected, and those errors shouldn't prevent your Zaps from running.Prefer to keep errored Zaps running and receive fewer error notifications? Customize your email rules to be notified of errors with a summary instead of immediately. Maintain oversight every step of the wayWhile you likely want to empower your teams to harness the power of automation, you’ll also want to be aware of what they’re automating.With the next two features, we make that possible :)Super admin roleWith this role, you can designate someone in your account as a Super Admin, allowing them to help you manage all the Zaps (even the private ones). Users on the Company account can appoint multiple Super Admins. Audit logOwners & Super Admins on Team and Company accounts can see an audit log across their entire account so that they feel comfortable adding new users to their account.Drag and drop Zaps into foldersEfficiently manage your Zaps at scale. Drag and drop Zaps between folders to organize them.Wrapping up...We hope you’re enjoying all of the improvements we’re making, and features we’re adding, in order to enable better building, organization, and collaboration when using Zapier. We’ve done a lot in the past few months, but we’re not quite done yet. Stay tuned for even more updates in the coming months :)

TL;DR: The new Custom Error Notifications feature is being introduced to Pro, Team, and Company plans that allows users to customize error notifications. This will give users more control over when and what they are notified about, addressing previous issues with the volume and relevance of error notifications. About Custom Error Notifications  If you're on a Pro, Team, or Company account, you can now set custom error notifications for your high-priority workflows. Set up custom email rules for each Zap, deciding whether you want to be notified of errors immediately, with a summary, or not at all.And if you're on a Team or Company account, you can set rules for Zaps that you don't own but have access to. Here's how to set it up: Click on your profile and go to your Settings. Click on the Email Notifications tab…and then Error notification settings.  At the top, you can change the default alert frequency for all Zaps. You can choose immediate alerts…an hourly summary…or nothing at all. If you're on a Pro plan or higher, you'll see Custom Notification Rules. Click Create notification rule. Select a Zap, choose your frequency from the dropdown menu, then save it! Don’t fret, you can also delete your custom rules at any time. Personalize your error notifications for better support, and head to your error notification settings now!Pro tip: Check out our support guide on creating custom notification rules from our Help Center for more information.We’ll keep you updated on any further developments, and as always, please don’t hesitate to reach out to us with questions or feedback. Thanks for being a part of our community 

TL;DR: It’s happening! You now have the ability to rollback your Zap to previous editing versions 🎊You asked. ✍ We delivered. 🤝What’s New At ZapierThis week we rolled out a new feature that will allow users to restore steps from any past versions of their Zaps. The Version Rollback feature is the third milestone in our versioning for Zaps, joining the previously released Version History and Version Preview features.This new feature gives our automation heroes greater control and security when changing your workflows. With versioning, users can keep track of changes made to their Zaps and revert to a previous version if necessary.We're confident that Version Rollback will help you feel more confident and secure when editing your mission-critical workflows! 🙌🏽​​​​​​Here’s what that looks like for you: The Version Rollback feature works by adding a new option on every version to Edit from this version. This creates a new draft based on the previous version, allowing users to easily make changes while preserving the original version. When an older version is previewed, the “Edit Zap” button updates to “Edit from v#.”As a bonus, we even snuck in an easy way to delete drafts  😉Here’s a breakdown of plan types and Version rollback availability:  On a Starter plan and looking to up your Zap game? Take a look at our pricing plans and choose what works best for you!  

TL;DR: Account owners and Super Admins can see at a glance when Zaps across your account are created, edited, turned on/off, or when owners are changed. Starting today, Owners on Team accounts and Owners & Super Admins on Company accounts will be able to view their account activity for key Zap updates in the new Audit Log!Why did we build this?The Audit Log builds off our past work on Super Admin (providing full visibility over an account). We heard feedback from users, saying that in addition to seeing all the Zaps and task history of their account, they want to better understand the activity taking place by the members in their account.This is where the Audit Log comes in!The Audit Log allows these administrators to monitor business-critical Zaps by tracking what Zaps were changed, who changed them, and when. By visualizing activity in an easy-to-digest log, companies with multiple employees have more transparency and accountability to build and scale fearlessly.Here’s what that looks like for you:On the Audit Log page in your account settings, each log entry includes the following information:Item: the Zapier product, like Zaps, where the action occurred. Action: a summary of the account activity that was performed. Details: a description of the action that was performed. Performed by: the actor who performed the action. When Zapier performs the action, the performer is “Zapier System”. Date and time: the timestamp when the action occurred.The Audit Log displays the following actions in your account:Created: when the Zap was first made. Turned on: when the Zap was toggled on with the existing version. Turned off: when a Zap was turned off. Published: when a new version of the Zap was published. Ownership changed: when ownership of a Zap was changed. Deleted: when a Zap was moved to the trash. Restored: when a Zap was restored from the trash.Let us know what you think!If you use this new feature please give us some feedback :) What do you love? What’s missing? What could be improved?

Great news! You can now use Transfer by Zapier to move data in bulk from PostgreSQL, MySQL, and SQL Server to any of the 5,000+ apps Zapier supports. After connecting to your database, you will be able to write a query using a standard form field: After connecting your destination and mapping your fields, you will be able to see a preview of your data. In the example below we’re setting up a one-time transfer, and can filter and select individual records. You will see a final confirmation to execute/set up the Transfer.Available Source AppsWith these 3 apps added, it brings the grand total of source apps to 30. See the updated list here. NOTE: Don’t see the source app you need? You can request it here :)About TransferTransfer by Zapier lets you send critical data where you need it, when you need it—so you can ditch the manual data entry for good. It’s the simplest way to transfer information like leads, records, and more from months (or even years!) back in one go.Give Transfer a try!

Today we’re launching a quality-of-life improvement that we hope will make your Zap management experience a little smoother.You can now drag and drop your Zaps into folders. You may have assumed that this was already possible, and you’d just not tried it yourself. But prior to this update, here is how you would bulk-move Zaps into a folder.Before: Moving Zaps via the User InterfaceIt does the job, and you still can do it this way if you’d prefer to.New: Drag & Drop for the WinPersonally, I’d rather do it this way, by dragging and dropping:Are you a dragger or a clicker?Will you be using this feature or are you fine clicking a couple of extra times?

Building upon the work we did last year, enabling users to duplicate and re-order Zap steps, we’re now launching the ability to copy and paste steps!TLDR; How It Works Demo: Paste Below (Same Zap) Demo: Paste to Replace (Same Zap) Demo: Paste Below + Paste to Replace (Different Zaps) More Details Over to You!TLDR;Reduce the tedium of building Zaps (and build complex Zaps even faster). Leverage work you’ve already done by copying and pasting steps in single Zaps and across multiple Zaps. How It WorksIn your Zap, find the step you’d like to reuse. Click on the … to the right of that step’s label. Click on Copy to add that step to your “clipboard”.NOTE: you can either Paste below or Paste to replace an existing stepClick on the … for the step you’d like to paste below or paste to replace.Demo: Paste Below (Same Zap)Here we will copy the Webhooks by Zapier step and paste it below an existing step.Demo: Paste to Replace (Same Zap)Here we will copy the Formatter by Zapier step and paste to replace an existing step.Demo: Paste Below + Paste to Replace (Different Zaps)In this case, lets copy a step from one Zap then try both paste options inside a new Zap. NOTE: Anything you can do in the main editor, in terms of copying and pasting steps, you can also do in the sidebar. For example...   More DetailsThere are a few rules around copying and pasting that you should be aware of:Trigger steps can only replace other trigger steps Trigger steps cannot be pasted below other steps since there can only be 1 trigger step per Zap Action steps cannot replace trigger steps Over to You!What are you most excited to use Copy & Paste with? Are there any huge pain points that are now alleviated by this new feature? For me, it’s Webhooks steps and ones where I’ve spent a lot of time mapping fields :)

IMPORTANTThe scheduled transfers function will be deprecated on January 15, 2024. Existing scheduled transfers will continue to run up until that date. To avoid any disruption, active scheduled transfers will be migrated into new Zaps that can perform the same workflow. You can learn more about these changes here. Welcome to the first product update of the year! This one is for Transfer, and it’s something we’re super excited about.For scheduled Transfers, Zapier can now recognize related records in the given destination integration and determine if a new record should be created or if the records should be updated with new information.What does that mean?This means you can ensure that data in the destination is up to date with your source of truth, wherever that may be.Before the updateAll scheduled runs have what we call “deduplication” functionality. This means that any records that have already been transferred to the destination app using Transfer are not transferred another time. Only new records since the last run are transferred from the source of truth. Any changes to user-editable fields in the source app are ignored. This means if a record is updated in the source, the destination app will not update the existing record, nor will it create a net new record with the updated info.After the updateYou will see new options when selecting destination app actions. These new actions will say “Update or Create X” You will be prompted during the creation of the Scheduled Transfer to select the field that will serve as an identifier key for each record Changes to user-editable fields in the source app are recognized. During the Scheduled Transfer run it will search to see if a record already exists in the destination app. If it does exist, it will update the existing record. If it does not exist in the destination app, it will create a new record.Which integrations are included in the first release?We’re launching with the following apps and actions, and are working on expanding this functionality to additional destination actions.Shopify:Update or create customer Update or create productZendesk:Update or create ticket Update or create userQuickbooks:Update or create customer Update or create invoiceQuestions?If you have any questions about the inner workings of this feature, please don’t hesitate to ask in the Community or reach out to our fantastic Support team!

A couple of months ago, Zapier released Versions, enabling users to save multiple versions of a Zap to refer back to later. Today, we're making Versions even more powerful, by providing more details about each version of a Zap.Note: This feature is only available to Zapier customers on paid plans. Introducing Version Preview With Version Preview, you can see what changed within each version of a Zap.Here's how it works: Select the version you want to review from the Zap editor sidebar. Click on any step in the editor to inspect the details of that version.  Coming Soon: Version RollbackSoon, paying customers will be able to compare two versions side by side, as well as roll back to any previous versions of Zaps (I can’t wait).Want to give Version Rollback a try?Sign up for the beta experience!

Google Sheets is one of the most used apps on Zapier, and for good reason. It’s a free tool, it’s powerful, and spreadsheets are so versatile.Check out what we’ve been up to lately!New Action: Update Multiple RowsYou could already update a single row, and create multiple rows. So now it’s the best of both worlds. This can be used after one of our Find Row(s) actions in Google Sheets, for example.New Action: Find WorksheetI actually helped someone who was looking for this exact feature and we happened to be finalizing it for release :)Check out the use case here: New Action: Add Formatting Capabilities to Create/Update Row ActionsThis new action is quite comprehensive, so I’ll just add this image so you can see for yourself :)Improved: We’ve Renamed Some of Our Actions, to Make Them More ClearThis is a small one, but some of our action names were causing confusion. We changed things to make it less ambiguous.Create Spreadsheet Row(s) → Create Multiple Spreadsheet Rows Find Many Spreadsheet Rows (With Line Item Support) → Lookup Spreadsheet Rows (output as Line Items) Get Many Spreadsheet Rows (Advanced, With Line Item Support) → Get Many Spreadsheet Rows (Advanced, output as Line Items)Improved: Output Line Items in a Consistent FormatThere were some differences between how the following actions outputted line items:Lookup Spreadsheet Row Lookup Spreadsheet Rows (output as Line Items) Get Many Spreadsheet Rows (Advanced, output as Line Items)You’ll now have a consistent and predictable output across all of them.Improved: Lookup Spreadsheet Rows and Get Many Spreadsheet Rows Return Up to 500 ResultsBefore this update, the limits were 10 and 20, respectively. This is a massive improvement!Until Next Time!I don’t think we’re anywhere near done with Google Sheets improvements, so you’ll no doubt hear from me again :)

Our Latest UpdateCode by Zapier is currently our 12th most used app utilized by automation heroes with our Professional, Team, and Company plans being within the top 85% of users. We understand that these users tend to have bigger and more task intensive workflows. With the previous timeout period being 10 seconds leading to time outs and errors, it’s lead us to believe you need more time.After receiving feedback from some amazing Zappers, we’ve updated the processing timeout period to 30 seconds for all Professional, Team, and Company accounts! The extra 20 seconds will eliminates potential blocks due to time, and allows you to create more complex workflows.Key DetailsTake a look at the breakdown below: Do you user Code by Zapier? Tell us about your impressive workflow below! 👇

Wondering what you missed in October? Looking for a new app to try? I’ve got you covered. Here’s five of some of our latest updates:  TeamUp As a lifelong learner, this one’s pretty cool. Set up a Zap that triggers workflows when you finish a class, wrap up an appointment, or when customer info is updated. This new trigger streamlines it all! Transfer by Zapier  Out with the old, in with the new. You can now move data in bulk from Zoho CRM and Cvent, to one of our other app integrations.  Jotform  Jotform is one of our most popular apps. You can now set up a Zap to trigger a workflow in another app, once a document has been signed.  Birdeye  For those looking for lead app integrations, check this out. The new lead trigger allows you to trigger workflows in other apps anytime a new lead registers.  Mailchimp This update brings you a brand new action that allows you to create a new tag instantly, when something activates the trigger in another app.  

Do you consider yourself to be an automation wizard? Love being one of the first to get your hands on the new shiny automation toy? We recently launched Zapier Early Access, a new program designed to give our users earlier access to our newest products before they’re released to the public, share feedback directly with our product teams, and join a private Slack community of other automation enthusiasts. Interested in helping shape the future of no-code automation tools with us? Head over to zapier.com/early-access to learn more and register! By joining, you can get earlier access to our two newest products - Zapier Tables and Zapier Interfaces.Zapier Tables (in beta)  allows you to create databases to save, edit, access, and share the data needed to run your Zaps. You can even start a Zap and process triggered records directly from your table, and connect your table with any of the 5000+ integrations available with Zapier. You can also share your data with customizable permissions with an unlimited number of seats. Learn more about Tables here!Tables ExampleBuckle up, we aren’t done yet. Introducing Zapier Interfaces (alpha). Interfaces equips you to build dynamic interfaces for your end users—like customers or coworkers—to interact with the workflows you're building.Ready to get started? Sign up for Zapier Early Access here.

You asked, we delivered! Nothing worse than creating the perfect Zap, publishing it...and then it gets lost and pushed towards the bottom as you create more and more awesome Zaps. Well, that time has alas, come to an end! We’re so happy to announce that you can now Create Subfolders in order to stay organized and on top of your game! 😏 We are currently supporting up to five nested folders, and no limit on how many folders across. Updated folder sidebar shows that Zap counts have been replaced in order to support key folder actions.So, what else is new? The Move option allows you to take your currently existing folders and enables nesting. 👇Your subfolders can be private or shared, but be aware, sharing permissions set for the root folder will also be inherited by any subfolders nested within. Even when you move a folder with one set of permissions under another. Don’t worry, we’ll send you a warning before the change is applied! Well Zapiens, we’ve got one more trick up our sleeves for this rollout. You’ll also notice breadcrumbs at the top of your folders. This will serve as a friendly reminder on where you are within your folder structure. You can use the links to navigate to other levels.  Learn more here!Have any questions? Let us know below. Excited about this new feature? Hit the thumbs up at the bottom on this post!

Hey Zapiens! I’m so excited to announce our new Versions feature! It officially launches at ZapConnect, and if you aren’t already signed up, you’re missing out. This comes as excellent news to our Team and Company plans and will be available to all paying customers. Version History is just one of three cool sub-features of Versions. While the other two are coming soon, we couldn’t wait any longer to get this out, as we’re just as excited as you! Version History is an audit log of changes in a Zap. This means, you can refer back to an old version of a Zap, thus the ability to have multiple versions of any Zap, hassle free. 😉  If you take a peak at your sidebar of the Editor, you’ll see a new Versions tab that will be visible to all users in both read-only and edit mode. Versions will be stored dating back to September 27, 2022. For each version, users will be able to see; who published the original version, an auto-generated version number, optional version description, and the date & time it was published. Pretty cool right? Well, I’ve got one more neat thing to share. Not only does the most recent edit jump to the top of the Version History list, but you also have the option to give versions your own custom description on edits for yourself or your teammates. These key features are sure to help power users that are creating and editing business-critical Zaps and teams that are looking to troubleshoot Zaps that aren’t working when the owner is OOO. Want to learn more? Check this out. Keep checking back for an update on our two remaining feature releases. What are you most excited about? Let us know below! 

We’re back with another product update!We’ve added account visibility updates including allowing Owners to manage all Zaps in their account and a new Super Admin role on Company accountsWhat this means:On Team plans, account owners now have access to all Zaps on the account, including private Zaps. This allows owners to troubleshoot any Zap when teammates are out. On Company plans, we're introducing a new Super Admin role that also has full access to private Zaps on the account. Account owners can assign as many Super Admins as they need to manage the account. The Super Admin role release includes many functionality changes that both Owners and Super Admins will get to increase visibility across their account.The Zaps page (/app/zaps) will render a typeahead in the private folder section to give Owners and Super Admins the ability to select another member on the account and view their private Folders and Zaps. This allows Owners/Super Admin to access all zaps, even if the zap owner is unavailable, ensuring business critical workflows remain functional.   In Zap History, Owners and Super Admins can now see all tasks, and all zap runs including those for Zaps in private folders. This allows these users to truly see the top Zaps in their account and identify ways to continue spreading automation across their company, as well as to troubleshoot when needed. The Members page within Settings now includes details about what each role has access to so that users can make an educated decision when assigning permissions: A new modal with all the roles and a description with who these roles are best suited for. More Details within the dropdown options: the Member search and the Role Change Dropdowns now include a small description with the main difference between the role options. More details about roles when inviting new members: roles now show as radio buttons instead of a dropdown which we hypothesize will lead to better visibility over our roles and permissions. Search will now allow Super Admins and Owners to search for any zap within the account, including Zaps in private folders. Within the App Connections page, Super Admins and Owners will now see all the connections and all the Zaps using them, including private ones. This allows Owners/Super Admins to see all the data movement for their business (i.e. all going into their CRM from Zapier). We look forward to seeing how Team and Company admins use these new features! 

The time has arrived, my friends! I’ve been anxiously awaiting this feature, and it’s finally here :)We just released Duplicating and Reordering Steps, which builds on our previous launch of duplicating paths.What's changing?You are now able to duplicate and reorder steps, as well as duplicate and reorder paths within a path group. With substantially fewer clicks, you can now duplicate steps and paths and then drag them into the order you desire.This could save you hours each week!Let's take a look at DuplicatingThere are two ways to duplicate a step:1. Duplicate a step from the Editor2. Duplicate a step from the SidebarNow let's see Reordering in actionMore Details:Is this feature limited to specific plans? No - All users will be able to Duplicate and Reorders steps. Free users don’t have access to Paths. Free users will be able to experience the feature but will need to upgrade to publish a multi-step Zap.Are there any limitations to reordering steps?Yes - There are a few limitations:Steps can only be reordered within the same Zap Trigger steps cannot be reordered Parent Path steps cannot be reordered - Paths still need to be the last step in a Zap Paths cannot be reordered within their Path group. The user can change the level that a Path is on (i.e. reorder it down to a nested Path group OR reorder it up from a nested Path Group to a higher level Path group). Steps within Paths cannot be placed before the Path’s rule stepAre there any limitations with duplicating steps?Yes - There are a few limitations:Trigger steps cannot be duplicated Parent Path steps cannot be duplicated Looping steps cannot be duplicated Users cannot duplicate a step (or path) if it will put them over the 100 step limitFeedback?On a scale of “meh” to “OMG”, where do you fall?

Great news! You can now use Transfer by Zapier to move data in bulk from Zoho CRM and Cvent to any of the 5,000+ apps Zapier supports. Zoho CRMWe’ve added transfers for the following:Module EntryCventWe’ve added transfers for the following:Attendee Activity Attendee Contact Event Available Source AppsWith these 2 apps added, it brings the grand total of source apps to 35. See the updated list here. NOTE: Don’t see the source app you need? You can request it here :)About TransferTransfer by Zapier lets you send critical data where you need it, when you need it—so you can ditch the manual data entry for good. It’s the simplest way to transfer information like leads, records, and more from months (or even years!) back in one go.Give Transfer a try!

IMPORTANTThe scheduled transfers function will be deprecated on January 15, 2024. Existing scheduled transfers will continue to run up until that date. To avoid any disruption, active scheduled transfers will be migrated into new Zaps that can perform the same workflow. You can learn more about these changes here. We’ve built new functionality that allows you to define a schedule to run a Transfer on an hourly, daily, weekly, or monthly cadence in addition to one-time runs. This work was highly requested, and now’s it’s available for all Zapier users!Why did we build this?You previously needed to manually re-run Transfers, adding friction to your workflows. This new feature is important in removing manual overhead, and empowering you and your teams by letting you automate your Transfer workflows.What’s changing?New option when creating Transfers:There is a new option within the create Transfer workflow to select a one-time or scheduled Transfer.  If you select the option to move data on a fixed schedule, you will see additional steps in the workflow asking you to select the desired frequency. Updated transfer management:New indicators are visible in the main Transfer workspace that differentiate which Transfers are on a fixed schedule and which are one-time runs.   Within the details page of a Transfer, you can see the current schedule and filters applied to the Transfer. You can also edit the Transfer schedule and filters applied. Bringing this feature to life was truly a team effort! We’re just getting started, and scheduling transfers was a big one!

For those who have wanted this feature, this one is huge!BeforeThe triggers that return a message (as well as the Find Message search) would provide all the attachments in one zipped file:That includes the following triggers:New Labeled Email New Email New Email Matching Search New Starred Email New ThreadNowIn addition to having the All Attachments option (which some people may still want to use), you’ll get each attachment as a separate object you can map to later steps of your Zap: 

Hey Zappers!I’m pleased to announce some awesome updates to the Asana app that may have snuck past you. I won’t bury the lede...New Action: Create Project from TemplateThis one was the most-requested feature, by quite a long shot. Your patience has been appreciated :) No workarounds necessary anymore. It’s here!New Action: Create Duplicate TaskThis feature wasn’t requested by nearly as many people, but it’s a useful one nonetheless! You can now duplicate an existing task (which includes its subtasks).Bug Fix: ‘The Result is Too Large’ ErrorsIf you’ve got a lot of data in your Asana account, like we do at Zapier, you may have run into this pesky bug. It affected:Trigger: Tag Added to Task Search: Find User Setting Up: Project, assignee, and task dropdowns when setting up ZapsYou should no longer be experiencing this problem!

For our recent rebrand, we had some swag made with our new logo, but we made a bit too much!We’d like to share the rest with our customers past, present, and/or future :)You have to act fast!We are on a timeline, as the swag needs to leave the warehouse by the end of August (that’s Wednesday), so we’re hoping we can do this prior to September 1 (that’s Thursday). Go fast before time runs out or we run out of swag! You can choose from the following:Go, go, go!